Skilled Controller bringing over 20 years of experience working with food, turbine and waste organizations. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies.
Overview
24
24
years of professional experience
Work History
Regional Controller – Southeast Division
Calavo
10.2016 - Current
Prepare and present accurate and timely financial statements and reports.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Oversee regular physical inventories at each plant.
Monitor and report on financial performance against budget and forecasts.
Analyzed profitability trends within divisions, identifying opportunities for margin improvement through cost reduction or pricing adjustments.
Mentored junior finance staff, fostering professional growth and development within the team.
Assisted in strategic planning efforts, providing accurate forecasts and valuable insights on regional performance trends.
Collaborated with auditors, ensuring timely completion of annual audits with minimal findings.
Controller
CBS Rental & Supply Co, LLC
06.2015 - 04.2016
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
Developed policies and procedures to ensure internal deadlines were met with the 9 branches
Worked with executives to create annual budget and track actual expenses against projected expenses.
Coordinated audits with external auditors
Coordinate and conducted regular physical inventories at each branch.
Sr. Manager – Finance (IT and Special Projects 3/2014 – 6/2015)
The Grocers Supply Company
06.2013 - 06.2015
Accounting liaison between IT and Accounting due to company expansion and implementation of SAP
Performed weekly financial and project reviews with CIO to maintain $42M SAP budget as well as other day to day IT projects
Fixed Assets Subject Matter Expert for SAP project
Gained in-depth knowledge and experience in blueprint, developing business process, approval of functional specifications for enhancements of existing functions, data analysis and SAP methodology
Demonstrated ability to analyze business requirements and translate them into system-supported solutions
Prepared dissolution of a portion of the Company's assets and segregated the other for sale of the business
Successfully implemented fixed asset module in Lawson for transition of company assets.
Prepared and distributed internal financial reports, and improved the flow of the reporting package for review purposes.
Managed communications with external auditors on financial statements and accounting issues to ensure auditor agreement with company decisions on accounting disclosures.
Prepared the annual financial statements and disclosures for the Company's annual audit.
Controller
APG
06.2011 - 06.2013
Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
Improved questionable margin errors by reviewing cost of sales and inventory transactions with Operations Manager on a weekly basis.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Prepared annual sales tax returns and oversaw tax payments
Reported to the CFO and supervised 8 direct reports including (1) Cash Manager, (2) A/P Clerks, (1) accounting clerk , (1) A/R Manager and (3) A/R Clerks.
Controller (Information Technology Department)
WASTE MANAGEMENT
02.2000 - 02.2011
Recruited into newly created position and charged with establishing systems, procedures, policies and staffing to accommodate new growth of a $115 million expense budget and $46 million capital budget.
Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Participated in the successful implementation of PeopleSoft.
Education
Bachelor of Science - Accounting
University of Houston
Houston, TX
SAP ECC 6.0 Advanced Finance Course -
07.2014
Skills
Business Partnering
Team building
Financial Planning
Variance Analysis
Financial statement review
System skills
Produce Pro
RentalMan
Blackline
SAP
PeopleSoft
Lawson
Syteline
QuickBooks
Microsoft Office
Timeline
Regional Controller – Southeast Division
Calavo
10.2016 - Current
Controller
CBS Rental & Supply Co, LLC
06.2015 - 04.2016
Sr. Manager – Finance (IT and Special Projects 3/2014 – 6/2015)